קופת גמל להשקעה
הפניקס גמל להשקעה כללי
Returns, performance and investment exposure
Fund / track number 7908 · Data as of 08/2026
Cumulative return · 12 months12.40%Back to comparison
Last month1.28%
Year to date6.54%
3 years43.21%
5 years44.10%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.68% | 1.68% |
| 10/2024 | 0.57% | 2.26% |
| 11/2024 | 2.43% | 4.74% |
| 12/2024 | 1.24% | 6.04% |
| 01/2025 | 1.46% | 7.59% |
| 02/2025 | -0.04% | 7.55% |
| 03/2025 | -0.98% | 6.49% |
| 04/2025 | 0.97% | 7.53% |
| 05/2025 | 2.02% | 9.70% |
| 06/2025 | 3.35% | 13.37% |
| 07/2025 | 1.18% | 14.71% |
| 08/2025 | 0.98% | 15.84% |
| 09/2025 | 1.47% | 17.54% |
| 10/2025 | 1.37% | 19.15% |
| 11/2025 | 1.32% | 20.72% |
| 12/2025 | 1.23% | 22.21% |
| 01/2026 | 2.09% | 24.76% |
| 02/2026 | 0.49% | 25.37% |
| 03/2026 | -2.66% | 22.04% |
| 04/2026 | 3.99% | 26.91% |
| 05/2026 | 1.90% | 29.32% |
| 06/2026 | -0.36% | 28.85% |
| 07/2026 | -0.23% | 28.56% |
| 08/2026 | 1.28% | 30.20% |
Calendar-year returns
202414.42%
202515.24%
Investment exposure
- Equity exposure
- 49.18%
- Overseas exposure
- 50.88%
- Foreign currency exposure
- 19.57%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
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Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.